Built by financial data specialists, our platform acquires, validates and reconciles fragmented data sources to create a clean, unified dataset for reporting, analytics and regulatory processes.
Modern data warehouses provide powerful compute and storage capabilities. But they don’t solve the challenge of acquiring, validating, and reconciling financial data from multiple sources.
Teams still spend significant time investigating issues, managing exceptions and resolving errors before their data can be trusted.
The Managed Smart Data Platform sits between your data sources and your warehouse, automatically acquiring, validating and reconciling before delivering a single, trusted dataset directly to you.

Built by financial data specialists using a no-code approach, the Managed Smart Data Platform provides the capabilities needed to acquire, validate and reconcile financial data before it reaches your warehouse.
No specialist engineering teams, complex integrations or resource-intensive transformation projects required.

Automatically retrieves data, documents and feeds from custodians, vendors and systems as soon as they become available, ensuring timely and reliable access to the information your business depends on.

Transforms unstructured financial documents into structured, business-ready data using advanced AI technology and specialist human oversight, reducing manual effort without compromising accuracy.

Automatically identifies, flags and manages errors, mismatches or exceptions before they can impact downstream processes.

Combines and reconciles data from multiple sources using configurable business rules to create a single, trusted and unified dataset.

Tracks every change to your data with complete lineage, field-level auditability and time-stamped version history, providing transparency and confidence in every dataset.

Creates a single, authoritative dataset that serves as the trusted foundation for reporting, analytics, regulatory compliance and decision-making.
When data is automatically acquired, validated and unified before it reaches your warehouse, reporting becomes faster, governance becomes stronger and operations become more scalable.
Improved data quality and consistency
Trusted reporting and analytics
Faster onboarding and processing of new data sources
Increased regulatory confidence
Lower costs through automation
Empower non-technical users with no-code build
Scalable growth without additional resources
Reduced risk from manual processes and spreadsheets
Our Managed Smart Data Platform works alongside your existing environment, providing the capabilities needed to acquire, validate and unify financial data before delivering a trusted dataset directly to your warehouse.
The Managed Smart Data Platform provides everything needed to create and maintain a trusted data foundation.
From data acquisition right through to validation, storage and delivery, we provide the technology, finance-specific expertise and ongoing support required to power your business.
Lots of organisations provide data infrastructure. Few combine it with the specialist knowledge required to handle the complexities of wealth and asset management data.
We'll review your current data sources, processes and architecture to identify any data quality challenges, operational inefficiencies and opportunities to create a more trusted, scalable data foundation.
No sales pitch. Just practical insights from financial data experts.
FAQ
The Managed Smart Data Platform is a finance-specific data management solution that acquires, extracts, validates and reconciles data from multiple sources before delivering a trusted, unified dataset into your data warehouse.
A data warehouse provides storage and compute capabilities, but alone it does not solve the challenge of acquiring, validating and reconciling data from fragmented sources. The Managed Smart Data Platform sits between your source data and your warehouse, ensuring the data delivered is consistent, traceable and ready to use.
Yes. In addition to integrating with existing warehouses, we can provide a complete managed solution that covers data acquisition, validation, storage and delivery.
Yes, the platform is designed to integrate with existing data warehouses, including solutions like Snowflake, AWS Redshift and SQL Server. This allows you to enhance your current investment without the disruption of replacing existing infrastructure.
We support a wide range of financial data sources, including custodian feeds, prospectuses, private market fund reporting, pricing feeds, reference data providers and corporate actions data sources. Speak to one of our team to discuss your unique requirements.
Yes, the platform uses advanced AI technology combined with specialist human oversight to transform unstructured financial documents into structured, business-ready data you can trust.
No, the platform follows a no-code approach, meaning you don’t need specialist data engineers to build and manage your data pipelines. The Managed Smart Data Platform can also be delivered as a managed service, reducing the need for ongoing maintenance from your internal teams.
Implementation timelines vary depending on the number of data sources, complexity of data requirements and target architecture. Following an initial discovery conversation, we can provide a tailored plan and timeline based on your specific environment.
Every change to the data that passes through the Managed Smart Data Platform is tracked by our data lineage and versioning capabilities. This provides transparency over where data originated, how it was transformed and what changes have been made over time.
The platform is designed for wealth managers, asset managers, private banks, custodians, investment platforms and other financial services firms that rely on accurate, trusted data for reporting, analytics and regulatory processes.